Prep Work

For Google Docs, make a copy to your Google folder so you can edit:

• Cold Lead Download Options
• Website Evaluation - SOW
• Website Evaluation Email Sequence
• Convert to Care Plan Email Sequence

For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:

• Outreach and Conversion - All Task Lists

For Airtable, click to DUPLICATE BASE to your own Airtable account. DO NOT edit the template. Click here for how you duplicate a base.

• Airtable Base - Leads and Referrals